Announced
Completed
Financials
Tags
Acquisition
Majority
Friendly
wealth management
Completed
United States
Asset Managers and Custodians
Domestic
Private
Single Bidder
Synopsis
Atria Wealth Solutions, a multi-channel wealth management solutions holding company, completed the acquisition of SCF Securities, an independent wealth management firm. Financial terms were not disclosed. "Both companies believe in the criticality of the advisor-client relationship and making it easier for financial professionals to create deeper and more meaningful interactions with clients and prospects by delivering the best-in-class tools, technology, investment solutions, resources and services," Doug Ketterer, Atria CEO and Founding Partner.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.